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Sunday 15 November 2026
Lite-On targets LEO satellites and enterprise AI servers for edge computing growth
As AI computing moves from the cloud to edge devices, Lite-On Technology has reorganized its IT business segments, launching its Edge Computing and Energy Solutions (ECES) division...
Sunday 15 November 2026
Lite-On sees AI server orders through 2028 as 800V DC reshapes power market
Lite-On expects AI-related revenue to account for 40%–50% of total revenue by 2027, driven by strong growth in high-end AI power systems. As US cloud customers continue expanding...
Saturday 14 November 2026
Neousys Technology posts record quarter as defense, AGV/AMR demand accelerates
Industrial PC maker Neousys Technology posted record operating performance in 3Q26, driven by project customer shipments and peak shipments to the North American market. The company...
Saturday 14 November 2026
Gemtek returns to profitability on direct-supply expansion, eyes AI infrastructure and optical module growth in 2027
Taiwan-based networking equipment maker Gemtek Technology is gaining momentum in its business recovery following a challenging business-model transition, returning to operating profitability...
Saturday 14 November 2026
Pegatron sees networking recovery in 2027 as consumer electronics growth eases after peak
Pegatron held an online earnings call on November 12, providing updates and an outlook for its product lines beyond servers. The company said revenue from all three major product lines...
Saturday 14 November 2026
AI server tracker: Aspeed tops NT$2 billion as cable suppliers diverge
Aspeed Technology posted its highest monthly revenue in records dating back to January 2019. BizLink's October sales also rose sharply, partly reflecting its first full month of consolidating...
Saturday 14 November 2026
AI lifts Foxconn profits as ROE targets 12%
Foxconn (Hon Hai) expects continued operational growth in 2027 as AI demand expands, chairman Young Liu said at the company's third-quarter 2026 earnings briefing on November 12. However,...
Friday 13 November 2026
E Ink targets 2027 revenue from PTFE materials for AI data centers
E Ink Holdings is expanding into materials for AI data centers through a partnership with Taiflex Scientific. The electronic paper maker expects its first revenue from polytetrafluoroethylene...
Friday 13 November 2026
Mars Semiconductor posts slight revenue growth, expects eBMC orders in 2H27
Mars Semiconductor's cumulative revenue for the first three quarters of 2026 edged up from the same period in 2025, while quarterly results rose steadily and EPS growth was significant,...
Friday 13 November 2026
Pegatron targets several-fold growth in 2027
Pegatron expects servers to account for about 10% of its total revenue in 2026, the first year of its server shipments. It is targeting what management described as "several-fold growth"...
Friday 13 November 2026
Cisco lifts FY2027 outlook after record earnings, with AI networking revenue set to double
Cisco Systems raised its fiscal 2027 revenue and earnings forecasts after AI data centre investment and enterprise network upgrades delivered its strongest quarterly growth in more...
Friday 13 November 2026
FICG returns to growth in 3Q26 as 1.6T enters mass production
FIC Global (FICG) returned to growth in the third quarter of 2026, driven by the gradual ramp-up of overseas capacity in its optical communications business and strong demand for high-speed...
Friday 13 November 2026
Foxconn ASIC AI server shipments surge 1.5x YoY in 3Q26, GPU servers up 70%
Hon Hai Precision Industry (Foxconn) expects continued double-digit growth in 2027, led by artificial intelligence (AI) servers, as application-specific integrated circuit (ASIC) AI...
Friday 13 November 2026
Europe's AI ambitions hinge on power semiconductors, and on fending off Chinese rivals
AI has propelled the global semiconductor market to record highs, but growth remains concentrated in memory, advanced logic and advanced packaging, areas in which Europe has limited...
Friday 13 November 2026
Cerebras lifts third-quarter revenue 55% as cloud inference overtakes hardware sales
Cerebras Systems has become more of a cloud inference business than a hardware supplier. In the third quarter ended September 30, 2026, the company reported record GAAP revenue of...